Hope everyone is enjoying their April! Let's celebrate the end of tax season with another fun in-person gathering and connect over Happy Hour! Please join us on Wednesday, April 26th at 5:30 PM at The Hilton located at 598 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a...
Don't miss out! Join us as we explore prevalent buy-sell structures and their effects on your business owner clients. On Thursday, May 18th, at 2:00 PM EST, Ryan Patton of Lincoln Financial will explain the crucial importance of ensuring a business owner's succession plan can withstand IRS scrutiny. Could your buy-sell agreement make...
Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Tuesday, May 23rd, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...
Brought to you by Mutual of Omaha! Catch John Gibbons' LTC webinar on Thursday, May 25th, at 11:30 AM - 12:15 PM EST. Establishing a plan and emphasizing the significance of "Extended Care" planning is crucial. Possessing a roadmap will enable a smoother and more efficient process. Initiating with inquiries will assist in identifying the necessity and...
Hosted by Gregory Matalon & Robert Barnett Featuring a Prelude by Neil Himmelstein & A Discussion with Phil Kanyuk We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, May 31st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level. This meeting is especially designed for financial...
Wishing everyone a joyous start to June! Let's welcome the arrival of summertime with an exciting in-person get-together and bond over a Happy Hour! Please join us on Wednesday, June 14th at 5:30 PM at Bijou located at 400 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward...
We are thrilled to present another fantastic opportunity to connect and learn! Please join us on Wednesday, June 21st at 8:00 AM at 201 Old Country Rd Melville, NY 11747, Lower Level for breakfast and a discussion on the banking industry. We will have the pleasure of having three distinguished speakers with us! Peter Manzi - City National Bank Steven Frisenda...
We are excited to bring to your attention an invaluable webinar that we believe you should not miss. Mutual of Omaha is introducing some revolutionary methods to their underwriting process, aimed at making the selling of Long-Term Care Insurance (LTCi) a more streamlined and pleasant experience. The guest speaker for this event will be Chris...
Please join us to hear Alyssa De La Cruz, ChFC, CLU, CLTC, Nationwide's Regional CareMatters Wholesaler, review the shared LTC benefit pool and other features of the new CareMatters Together. Wednesday, July 12, 2023, 1:00 PM Eastern Nationwide CareMatters Together provides shared LTC coverage for both members of a couple. Linking long-term care protection with...
Wishing everyone a happy July! Let's celebrate summertime with an exciting in-person get-together and bond over a Happy Hour! Please join LIAFPN on Wednesday, July 12th at 5:30 PM at The Refuge located at 515 Broadhollow Rd, Melville, NY 11747 Mingle with other financial professionals, including CPAs and Attorneys, in a relaxed environment. We look forward to connecting with you! To...
